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Expertise that's one to one

Our Mission

We can help you set and work toward your financial goals. We always provide exceptional service to allow you to have peace of mind.

We strive to assist our clients in achieving their short-term and long-term financial goals through our exemplary knowledge of wealth management, a variety of exceptional products suited to diverse clients, and superior client-centered commitment. With our full-service team we make every effort to help our clients create better futures and reach their greatest financial potential.

Our Investment Philosophy

Our portfolio investment style is based on:

* conservative investments

* growth and income-oriented investments

* diversified holdings

We work to preserve and enhance your wealth. We believe that the best way to achieve our clients' desired investment results is through active portfolio management, long-term investing, and diversification. The Shah Financial Group provides financial, retirement, tax and estate planning services for the protection of your assets and the preservation of your income.

Our Team Process

Discovery: Getting to know you

Analysis: Your current financial picture and your lifestyle

Planning: Investment and estate planning

Strategy: Proposal/recommendations/Implementation: Strategy at work (monitoring)